Quotient Wealth Partners’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$390K Sell
2025
Q2
$404K Sell
2025
Q1
$405K Sell
2024
Q4
$537K Sell
2024
Q3
$636K Sell
2024
Q2
$650K Sell
2024
Q1
$4.04M Sell
2023
Q4
$6.95M Buy